Empirical Finance’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
3,083
+39
| +1% | +$6.35K | 0.03% | 424 |
|
|
2025
Q1 | $559K | Buy |
3,044
+167
| +6% | +$30.6K | 0.03% | 387 |
|
|
2024
Q4 | $636K | Buy |
2,877
+29
| +1% | +$6.41K | 0.04% | 360 |
|
|
2024
Q3 | $734K | Buy |
2,848
+368
| +15% | +$94.8K | 0.04% | 334 |
|
|
2024
Q2 | $638K | Sell |
2,480
-132
| -5% | -$34K | 0.04% | 343 |
|
|
2024
Q1 | $710K | Sell |
2,612
-9
| -0.3% | -$2.45K | 0.04% | 342 |
|
|
2023
Q4 | $634K | Sell |
2,621
-4
| -0.2% | -$967 | 0.04% | 351 |
|
|
2023
Q3 | $660K | Sell |
2,625
-32
| -1% | -$8.04K | 0.05% | 318 |
|
|
2023
Q2 | $654K | Sell |
2,657
-1
| -0% | -$246 | 0.05% | 307 |
|
|
2023
Q1 | $600K | Sell |
2,658
-215
| -7% | -$48.6K | 0.06% | 311 |
|
|
2022
Q4 | $666K | Hold |
2,873
| – | – | 0.07% | 277 |
|
|
2022
Q3 | $660K | Buy |
2,873
+58
| +2% | +$13.3K | 0.08% | 248 |
|
|
2022
Q2 | $656K | Buy |
2,815
+179
| +7% | +$41.7K | 0.08% | 226 |
|
|
2022
Q1 | $607K | Buy |
2,636
+344
| +15% | +$79.2K | 0.07% | 265 |
|
|
2021
Q4 | $575K | Buy |
2,292
+808
| +54% | +$203K | 0.07% | 267 |
|
|
2021
Q3 | $313K | Buy |
1,484
+226
| +18% | +$47.7K | 0.05% | 338 |
|
|
2021
Q2 | $294K | Buy |
+1,258
| New | +$294K | 0.05% | 329 |
|
|
2017
Q1 | – | Sell |
-84
| Closed | -$13K | – | 508 |
|
|
2016
Q4 | $13K | Buy |
+84
| New | +$13K | 0.01% | 321 |
|